Insurance.Office

Insurance.Office is a state-of-the-art and user-friendly software solution for Insurance Brokerage management. It covers all kinds of policy management tasks, endorsements and renewals, as well as all related financial tasks.

Main features

A powerful agent commission system that supports an unlimited number of levels and can be analyzed according to insurance company/branch/cover/usage (motor branch) or commission change per year, premium range and contract duration (life branch)

User-friendly definition and management of insurance branches and covers per insurance company

Automatic calculation of incoming commissions (from insurance companies) and outgoing commissions (to agents) based on the predefined “per agent” commission system or based on the commission distribution that applies to a specific insurance policy

Automatic calculation of incoming and outgoing commissions by just assigning the seller of the policy

Scheduling of charge and credit payment (with set-off option)

Redemption of scheduled charges/credits through financial transactions, providing full control over the history of all financial transactions at any time

The introduction of "insurance products" as "sets of covers" minimizes data entry for new policies